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Dec 18, 2018

Rarely do you see a decoupling of industry fundamentals from stock prices—but we're seeing it in the world of uranium right now.

Massive supply deficits will require a significant rise in the price of the underlying commodity to incentivize new production required to meet growing nuclear power demand…

But the...


Dec 10, 2018

The show must go on…

Unless you fall off a 10-foot ladder while hanging Christmas lights. And then get the flu.

Yep, I had the double whammy last week. But a good thing about being laid up in bed is I had plenty of quiet time to think. (See… I’m not always a contrarian!)

Market volatility is high—and it’s...